MAA
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Managed Account Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Managed Account Advisors’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-4,372
Closed -$148K – 3124
2015
Q1 		$148K Buy
+4,372
New +$147K ﹤0.01% 2486

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Managed Account Advisors's XMLV Position: Q2 2015 in Review

Managed Account Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2015, closing a stake of 4,372 shares — an estimated $148K sold.

Managed Account Advisors first reported a position in XMLV in Q1 2015 and held it in 1 quarter. The position peaked at $148K in Q1 2015. 23 funds tracked by Wall St. Rank hold XMLV as of Q2 2015.

  • Managed Account Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2015 after selling out during the quarter.
  • Managed Account Advisors sold 4,372 Invesco S&P MidCap Low Volatility ETF shares in Q2 2015, an estimated $148K.
  • Managed Account Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2015 and held it in 1 quarter.
  • Managed Account Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $148K in Q1 2015.
  • 23 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.